【Sector Research】Internet - 1Q24 recap & our three stock-picking ideas |
【行业研究】医药 - 我国辅助生殖行业迎来持续政策春风 |
【Company Research】United Energy (467 HK) - Overhang on share price due to uncertain financial condition of controlling shareholder |
【Company Research】Xiaomi (1810 HK) - CMBI Corp Day takeaways: Growth outlook intact; market concerns overdone |
【Company Research】Bosideng (3998 HK) - Beautifully executed the solid strategies |
【Sector Research】Semiconductors - Solid earnings; HBM to drive future growth |
【Sector Research】Property - Weekly highlight: Beijing further relaxed, policy easing bore fruit in Shanghai |
【行业研究】互联网 - AI 和利润率扩张仍为关键投资主题 |
【Company Research】Proya Cosmetics (603605 CH) - Impressive 618 with makeup brand making its debut to TOP 1; Maintain BUY |
【Company Research】BOE Varitronix (710 HK) - CMBI Corp Day takeaways: large-size/high-end display demand, Chengdu plant and overseas orders |